The Next Resource Boom💥: AI, Uranium, Copper & Rare Earths — Where Smart Money Goes in 2026
In this episode of Talk Money To Me, Candice Bourke and Felicity Thomas take you through the biggest forces shaping markets right now — from renewed AI scrutiny, sticky inflation, and shifting interest-rate expectations, to Australia’s new era of resource reinvention. We break down the key macro trends, the sector winners and losers, and the commodities powering the next decade of global growth.
What we cover in this episode:
Market Pulse: AI Growing Pains & Macro Cross-Currents
Why “beats not rewarded” is back this earnings season
AI infrastructure’s funding tension: $13B revenues vs $1.4T…
The skinny
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